BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$4.17M
3
+$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Top Sells

1
+$914K
2
+$858K
3
+$834K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$759K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$530K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
165
402
$19K ﹤0.01%
645
+5
403
$18K ﹤0.01%
560
404
$18K ﹤0.01%
315
405
$18K ﹤0.01%
134
406
$17K ﹤0.01%
300
-600
407
$17K ﹤0.01%
73
408
$17K ﹤0.01%
105
409
$17K ﹤0.01%
+405
410
$17K ﹤0.01%
425
411
$17K ﹤0.01%
750
412
$17K ﹤0.01%
+1,800
413
$16K ﹤0.01%
+125
414
$16K ﹤0.01%
600
415
$16K ﹤0.01%
303
+84
416
$16K ﹤0.01%
500
417
$16K ﹤0.01%
263
418
$15K ﹤0.01%
400
419
$15K ﹤0.01%
1,000
420
$15K ﹤0.01%
+420
421
$15K ﹤0.01%
300
422
$15K ﹤0.01%
300
423
$15K ﹤0.01%
280
424
$15K ﹤0.01%
125
425
$15K ﹤0.01%
130
15 16
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